Verity & Verity’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
8,772
-291
-3% -$41K 0.11% 75
2025
Q1
$1.06M Sell
9,063
-816
-8% -$95.2K 0.09% 77
2024
Q4
$1.24M Buy
+9,879
New +$1.24M 0.11% 74